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Roadmap
Roadmap
Getting Started
Connecting to GHL video
Custom Menu Link
$97 GHL Users - Direct Connection to the Subaccount
Connecting External GoHighLevel Sub-Accounts to Workspace via OAuth
Agency Dashboard
Agency Settings
Managing Subaccounts
Learning the Software - Beginner
01. Knowledgebase
02. Prompting
03. Active Tag - Phone Numbers - Outbound Calling
04. Calendar Booking - Tools - Extractions
05. Custom Tools
Voice AI
Voice AI Assistant Setup
Phone Calls
Phone Numbers
Voice Widgets
Chat AI
Ai Chat Overview
Ai Replying Tag
AI Voice Widget (BETA) (Call You/Call Me)
Global Kill Switch for AI Chat (ai_off)
Custom Tools
Custom Tools Overview
Creating a Custom Tool to Save User's Address
Custom Tool: Search the Web With Your AI Assistant
Custom Tool: Update Contact Information in GoHighLevel
Custom Tool: Submit a Support Ticket on Behalf of User
Managing Tools in Assistant Builder
Custom Tool: Send Conversation Summary to Your Clients
Custom Tool: Calculate Distance
Custom Tool: Call the User from SMS Conversation with Context
Setting Up Multi-Calendar Booking with Custom Tools
Custom Tool: Scrape Website and Understand the Return
Custom Tool: Screenshot a Website
How To
How to Send Emails Upon Request in SMS and Live Chat Conversations
How to Create a RAG Custom Database (Voice AI, Chat AI, and Web Orbs)
How to Send Links VIA Text Messages During Phone Calls
How To Connect Your AI to Google Sheets
Troubleshooting & Help
Common issues and solutions
Calendar Booking Debugging Guide
Optimizing AI Response Time and Queuing in Chat Assistants
OAuth Configuration
Building and Optimizing a Knowledge Base for AI Assistants
AI Prompting
Things to Add to Your Prompts to Improve Performance
Self-Selling Orb Demo
Overview
Agency Dashboard
Managing Subaccounts
Add Members to your Subaccount
Add Members to your Subaccount
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